Stacey Scolinos
Weekly News: Week of 3/27/23

Valu8, Delio, Arcesium, Integrum ESG, and more- see the latest from these vendors in our weekly vendor news digest! News categories cover deal activity, partnerships and integrations, vendor whitepapers, and others.

Weekly News: Week of 3/27/23
White Papers, Portfolio Monitoring, Value Creation
Stacey Scolinos
Portfolio Monitoring & Value Creation / ...

Our latest Special Report, produced in collaboration with Untap helps our users understand the portfolio monitoring and value creation sector, including selection considerations and criteria. It also contains a Product Brief covering Untap and our verdict of this platform.

Portfolio Monitoring & Value Creation / Untap Product in Focus
Private Equity Solutions, Private Equity Software, Market Data, Industry Maps
Stacey Scolinos
Deal Sourcing & Execution - Core Software, ...

See a map of relevant vendors in the deal sourcing and execution space for private equity and venture capital. We cover software, data, and intelligence services - CRM, market data, diligence, alt data, relationship intelligence and more…

Deal Sourcing & Execution - Core Software, Data & Intelligence
White Papers
Stacey Scolinos
The Perfect Pitch? Here's What We Learned by ...

Slide presentation or straight into a demo? Product specialists or account executives? 30 minutes or 60 minutes? PE Stack analyzes the approach of 50 sales teams we’ve engaged with alongside clients in the past year to bring you key insights from the world of SaaS demos.

The Perfect Pitch? Here's What We Learned by Analyzing 50 SaaS Demos
Deal Activity, Portfolio Management, Private Equity Data, Market Data
Stacey Scolinos
Preqin Acquires Colmore, Latest Deal to bring ...

As Preqin announces the acquisition of Colmore, PE Stack takes a look at the deal and how the stated strategy compares to other integrated market data and SaaS solutions in the competitive LP-focused solutions space.

Preqin Acquires Colmore, Latest Deal to bring Market Data and LP Portfolio Management Closer Together

ESG

Burgiss and Caissa Announce Merger

Burgiss and Caissa Announce Merger

Yesterday the Burgiss Group, LLC and Caissa, announced that they have entered into an agreement to merge the two businesses. Once combined, the firm will become a world leader in private capital as well as in total investment plan solutions. Both Burgiss and Caissa’s products are designed to manage asset allocation, liquidity, and assessing exposure, as well as performance and risk. The products also address compliance, ESG, and climate concerns. The newly combined firm will maintain its headquarters in Hoboken, New Jersey, with over 450 employees worldwide.

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Morningstar Continues Private Markets Push with Allocator Investment

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Morningstar Continues Private Markets Push with Allocator Investment

Following Morningstar’s minority investment in Allocator, PE Stack takes a wider look at the firm’s wider venture and M&A activity in the private markets space.